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Elon Musk explains the delay for Tesla’s autonomous coast-to-coast trip
Elon Musk has finally explained why the company ultimately delayed its 2017 plan for a coast-to-coast autonomous drive, and why he stands firm on Tesla’s three-pronged Autopilot approach for full self-driving over LiDAR technology.
During the Q&A portion of Tesla’s Q4 earnings call, Romit Jitendra Shah of Nomura Instinet asked Musk for any updates on the company’s plans for a fully autonomous coast-to-coast drive. Responding to the inquiry, the Musk explained that Tesla is focused on developing a full self-driving suite that would work on all roads under any conditions — something that would have been compromised had Tesla forced the feat last year.
“We could have done the coast-to-coast drive, but it would have required too much specialized code to effectively game it or make it somewhat brittle and that it would work for one particular route, but not the general solution. So I think we would be able to repeat it, but if it’s just not any other route, which is not really a true solution,” Musk said.
When asked about the timeline for the coast-to-coast autonomous drive, the Tesla CEO stated that it might happen in three months, or “six months at the outside.” Musk further stated that the feature would be available for Model S, X, and 3 customers who purchased the Full Self-Driving (FSD) upgrade for their vehicles. The CEO did not confirm, however, if the feature would be rolled out to customers immediately after the coast-to-coast drive is accomplished, or if customers would have to wait before being able to access the feature.
Perhaps the most interesting part of Musk’s statements about FSD, however, came from David Tamberrino of Goldman Sachs. During the Q&A session, Tamberrino asked Musk about his comments on LiDAR technology, a particularly prominent feature of Tesla’s rivals in the self-driving field. Responding to the inquiry, Musk was firm in his stance that LiDAR is not needed for Tesla’s vehicles to achieve fully autonomous driving, even going so far as to state that rivals being dependent on the technology might be making a grave mistake.
“In my view, it is a crutch that will drive companies to a local maximum that they will find very difficult to get out of. They’re going to have a whole bunch of expensive equipment, most of which makes the car expensive, ugly and unnecessary. And I think they will find themselves at a competitive disadvantage,”
Musk further explained that utilizing sophisticated radar equipment is a far better option for FSD. Tesla is steadfast in using its three-pronged approach featuring redundant forward cameras, forward radar, and near-field ultrasonics will be key to the eventual mastery of autonomous driving.
Musk reaffirmed his stance on using this technology, as it allows vehicles to “see” through snow, rain, dust, and fog — conditions that even experienced drivers find difficult to drive on. Overall, Musk stated that he is optimistic about the development of Tesla’s autonomous driving suite. While Tesla’s CEO admitted that progress has been slow, he asserted that when the company achieves FSD, it would be something truly remarkable.
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“It’s also one of those things that’s kind of exponential where it doesn’t seem like much progress, and suddenly, ‘wow.’ It will seem like well this is a lame driver. (Then,) like okay, that’s a pretty good driver. (Then,) like holy cow, this driver’s good,” Musk said.
It’s worth noting that Musk also stated that his beliefs in FSD, LiDAR, and radar technology might be proven wrong in the future. Musk did assert, however, that he is confident in his belief that Tesla’s non-LiDAR approach is the correct way to go.
Now perhaps I am wrong. In which case, I’ll look like a fool. But I am quite certain that I am not,” Musk said.
In a lot of ways, Musk’s statements about LiDAR and the delayed autonomous coast-to-coast drive makes perfect sense. As we noted in a previous report, Tesla’s focus on FSD technology is quite different than its competitors, in the way that the company is attempting to create a system that works under any conditions in any location. The leaders in the field, such as Waymo and GM, on the other hand, are pursuing something different, creating a system that works perfectly in a pre-programmed, set route.
The Trump Administration today made several key moves to help with the deployment of autonomous vehicles by cutting overreaching red tape that has stifled growth and innovation for years.
The moves, which were put forth by the National Highway Traffic Safety Administration (NHTSA), aim to grant temporary exemptions to at least one company currently, although that could expand in the coming months. Additionally, it will work with organizations to develop standards and a sound but efficient regulatory landscape.
Zoox is the only company mentioned explicitly by the Trump Administration in its press release announcing the new terms today. They will receive a temporary two-year exemption that will allow the commercial deployment of up to 2,500 vehicles annually for two years.
There is a potential exemption for Robomart, Inc., which “requests a temporary exemption from certain FMVSS No. 500 requirements for a low-speed vehicle operated by an ADS without a human driver onboard. NHTSA will publish a separate notice seeking public comment on its merits once the initial evaluation is complete,” the agency said.
Here are the five new terms that Secretary Sean Duffy has implemented through the NHTSA today:
- Allow Zoox to commercially deploy its robotaxis through a temporary exemption.
This temporary exemption will allow the commercial deployment of up to 2,500 vehicles annually for two years, subject to an enhanced, adaptable oversight structure that can evolve as Zoox’s technology advances. - Accelerate development of first-ever AV performance standards through a partnership with SAE Industry Technologies Consortia (ITC).
This partnership will fund a three-year, $5 million “A2SCEND” consortium, bringing together experts to gather data and accelerate creation of the first-ever AV performance standards. This project will inform a single national standard for AV safety to eliminate the patchwork regulatory landscape that has stifled innovation for years. - Publish an interim final rule that allows vehicles manufactured prior to an exemption to be eligible for a commercial deployment exemption.
This rule will modernize the application process and improve access to exemptions for innovators, including AV developers, by granting the NHTSA Administrator the discretion to apply temporary exemptions to vehicles manufactured prior to the effective date of an exemption grant. - Streamline the application process for Part 555 exemptions by updating guidance and soliciting feedback from the public.
By updating the Part 555 exemption process—which allows automakers to temporarily sell a limited number of non-compliant vehicles, primarily to test new technologies—NHTSA is aiming to create a more flexible oversight structure for exemptions and summarize recent AV framework activities, including expanded exemption pathways, streamlined crash reporting, and ongoing efforts to modernize Federal Motor Vehicle Safety Standards (FMVSS). - Establish a new Federal Docket for public feedback on NHTSA’s updated safe AV development and deployment guidance.
NHTSA is updating its technical guidance for AVs for the first time since 2017—focusing on key safety areas like emergency responder interactions, safety management systems, remote assistance, and post-crash behavior to help the industry scale up driverless deployments safely.
Additionally, the NHTSA said it has modernized some safety standards by proposing updates to:
- FMVSS 102 – Transmission shifting
- FMVSS 103/104 – Windshield defrosting and wiping
- FMVSS 110 – Tire placards
- FMVSS 135 – Braking systems
- FMVSS 101 – Controls and displays
- FMVSS 108 – Vehicle lighting
- FMVSS 111 – Mirrors and rearview display
- FMVSS 126 – Electronic stability control systems
- FMVSS 201/208 – Sun visors and warning labels
These changes aim to make the regulatory process for autonomous vehicles more streamlined and efficient, which could help the U.S. gain dominance over autonomous vehicle systems moving forward.
Elon Musk is, in many respects, one of the biggest and most influential figures in modern-day artificial intelligence.
Given that Tesla, SpaceX, and xAI are all looked at in their respective fields as leaders to an extent, each of them has a heavy influence on the future of AI, even though two of them are not thought of, at face value, as AI companies.
Musk has grand expectations for what is to come with AI, not only as a form of assistance to make human lives easier, but to make humans multiplanetary and solve some of the biggest issues that face us today. But even he is astounded by AI’s pace of progress.
He believes that in two years, AI will be so mind-blowing it might be unrecognizable.
Given that AI from 2 years ago feels so old that it should be in a museum, then obviously AI 2 years from now will be mind-blowing https://t.co/TcsKZ8o8OE
— Elon Musk (@elonmusk) July 30, 2026
This progress can be seen in a variety of ways, but perhaps the most popular way people have shown AI’s progress, especially on social media, is through an incredibly arbitrary way of watching Will Smith eat spaghetti:
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The progression in AI of Will Smith eating spaghetti (2023 – 2026) pic.twitter.com/VDv82mB5gs
— internet hall of fame (@InternetH0F) February 10, 2026
This is a great way to show people how AI is improving, especially from a perspective that examines how it can manufacture images and video from prompts. AI is an incredibly complex concept, however, and it goes much deeper than Will Smith eating Italian food.
Musk’s most widely adopted method of AI is likely Tesla Full Self-Driving, which impacts millions of people as they utilize it to increase safety with their travel. Musk has routinely pushed incredibly aggressive timelines for self-driving, especially unsupervised.
Perhaps this perspective is why he feels that things will be solved in a timeframe that is much more aggressive than most of us would think. Regardless, the progress of AI is moving fast, and it seems that Musk’s expectations for it could be high.
But if it can actually achieve full-length motion pictures and even more realistic production value, it will be hard to distinguish between reality and AI very soon.
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Tesla just officially confirmed it has built its 10 millionth car, a major milestone for the company that started producing sustainable electric powertrains less than two decades ago.
In that time, Tesla has truly revolutionized the automotive industry, disrupting the idea of what a car should be, how it should be fueled, and how it truly impacts day-to-day life.
10 million vehicles produced globally.
Congrats to all Tesla teams! pic.twitter.com/JkcraR63bs— Tesla Manufacturing (@gigafactories) July 30, 2026
Tesla achieved this feat across four production facilities: the Fremont Factory in Fremont, California, Gigafactory Shanghai in China, Gigafactory Berlin in Germany, and Gigafactory Texas in Austin, Texas.
The 10 millionth vehicle was a Diamond Black Model Y.
Over the course of the past roughly 18 years, Tesla has evolved its lineup from a sporty sedan built on a Lotus body to a lineup of various body styles, performance metrics, and other characteristics that make each one unique.
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This is an incredible achievement for a company that is young compared to what it goes up against. When Tesla entered the automotive market, Ford, GM, and Stellantis widely dominated the playing field. Since then, Tesla has caused such a disruption that these three massive brands had to scramble to create EV projects of their own.
Despite their best efforts, they have not been able to match the prowess or the effectiveness of Tesla. They are all reliant on Tesla’s charging infrastructure, their software is inferior, and their self-driving projects are elementary in comparison.
Tesla felt its fair share of growing pains over the years as well. As recent at 2019, there were complaints about build quality, paint quality, and overall luxuriousness. These things have all been improved upon through the company’s maturity, and these strides in quality have led to this 10 million vehicle production achievement, something that other small-and-scrappy EV makers will hope to accomplish one day.
Autonomous vehicle red tape gets slashed by Trump Administration
Elon Musk has a crazy prediction about AI in two years
